Member Relationship Specialist

Oklahoma Central Credit Union•Tulsa, OK

18h

About The Position

As a Member Relationship Specialist at the Centennial branch of Oklahoma Central Credit Union, you will provide exceptional service to members and prospective members, introduce members to products, services, and consumer loans, open and maintain accounts, and process transactions. The role also includes originating loans, identifying and resolving account or service issues, supporting branch goals, and communicating with members through outbound sales calls. You will handle sensitive information confidentially and help members identify services that support their financial well-being.

Requirements

High school diploma, GED, or higher.
At least one year of similar experience in a financial institution.
At least one year of customer service and/or sales experience, including cross-selling products or services while maintaining productivity goals.
Friendly demeanor, strong communication skills, and enjoyment of helping people.
Ability to build and maintain positive long-term relationships and to lead and influence others.
Attention to detail, focus, and ability to manage multiple tasks.

Nice To Haves

Previous knowledge of XP2.
Working knowledge of regulations relating to credit union deposit products and loans.
Excellent interpersonal and member service skills.
Ability to identify opportunities to cross-sell products and services to members.
General math aptitude.
Strong organization and attention to detail.
Ability to consistently follow up with members.
Strong computer skills, including proficiency in Microsoft Office products.
Ability to operate related computer applications and business equipment.

Responsibilities

Interact with members and potential members to provide accurate and exceptional member service.
Identify and resolve member service, loan, and deposit account issues.
Originate loans and open accounts and other financial products, including IRAs, CDs, and credit cards.
Cross-sell credit union products and services based on members’ needs.
Balance daily transactions and assist with cash, merchandise, vault, recycler, and ATM functions; maintain appropriate records and prepare required reports in a timely manner.
Contribute to branch and credit union goals and objectives.
Handle member transactions, including deposits, withdrawals, and money transfers.
Make outbound sales calls to inform members of beneficial products and services and develop member relationships.
Maintain confidentiality and appropriately handle sensitive information.